Kevin Rochford is a financial advisor at Clearwater Capital Partners with 19 years of industry experience. He holds Series 66 and Series 63 licenses, and has previously worked at Bernstein, Satter Management, and Bessemer Investor Services. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves individual, high-net-worth, and several institutional clients, employing a mix of asset-allocation, fundamental, technical, quantitative, and thematic investment strategies.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Cynthia Mittlestaedt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vertex Partners. Her prior roles include positions at Edward Jones, Aspire Planning Group, and Highpoint Planning Partners. Vertex Partners provides advisory services to a diverse client base, including individuals, trusts, estates, and retirement plans, offering financial planning, investment management, and consulting. The firm’s approach combines asset allocation, diversification, and behavioral finance principles, utilizing both active and passive strategies implemented through a range of investment vehicles and third-party platforms.

Stefny Heeley is a financial advisor at IntentGen Financial Partners and holds a Series 65 designation. She has been operating SLHeeley Tax Preparation Services, Inc. since 2005 and joined IntentGen in 2026. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm manages approximately $756 million and employs a multi-advisor team approach utilizing a range of investment methods and strategies.

Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

Andrew Grider is a CFA® charterholder with 18 years of industry experience. He has worked at Leelyn Smith, LLC since 2011 and has held roles at LPL Financial and National Planning Corporation. Grider is also involved with Leelyn Smith Tax, LLC, a firm providing tax preparation and accounting services. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized portfolio allocations across a range of investment vehicles and utilizes various technology platforms and third-party managers in its advisory process.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Gregory Benner is a financial advisor with Vertex Partners in Downers Grove, IL, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior experience includes roles at Highpoint Advisor Group, LPL Financial, Chase Investment Services, and Banc One Securities. Benner is also involved in an accounting practice, Vertex Accounting Partners, LLC, which offers tax preparation and CPA services. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach focuses on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive strategies across various investment vehicles and third-party platforms.

Martin Fogarty is a financial advisor with Total Clarity Wealth Management, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Total Clarity in 2024, he was with Capital Point Financial Group, Ltd. for seven years. In addition to his advisory work, he is the founder and practicing attorney at The Heartland Law Firm since 2000. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors, providing discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations, utilizes multiple managed account programs, and incorporates third-party model portfolios while offering specialized strategies for sophisticated investors.

James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.

Sean Baloun is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. He is currently associated with Vertex Partners, where he has worked since 2022, and previously worked at The Mather Group and LPL Financial. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and corporate entities, offering financial planning, wealth management, and consulting. The firm emphasizes asset allocation, diversification, and behavioral finance, employing a blend of active and passive investments across various platforms and strategies.

Christopher Huston is a financial advisor at Vertex Partners with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including LPL Financial and Highpoint Advisor Group, LLC, now operating as Vertex Planning Partners. Huston is also involved with Reflexivity LLC, a non-investment-related business entity used for tax and investment purposes. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and various entities through financial planning, investment and wealth management, and consulting. The firm’s investment approach combines asset allocation, diversification, and behavioral finance using both active and passive strategies implemented via multiple platforms and tax-aware overlays.

Yamilet Suarez is a financial advisor with River Street Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at River Street Advisors since 2019 and previously spent four years with LPL Financial. In addition to her advisory role, she serves as AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolio construction and monitoring.

Bradley Johnson is a CFP®, CFA®, and Series 65 credentialed advisor at River Street Advisors, LLC with 16 years of industry experience. He has worked at River Street Advisors and Old Second National Bank since 2010 and serves as Vice President and Senior Trust Investment Officer for the bank's Wealth Management Department. River Street Advisors, a subsidiary of Old Second National Bank, manages approximately $539 million in client assets, providing discretionary portfolio management and financial planning to individuals, institutions, and charitable organizations through a team of ten advisors. The firm employs a mix of quantitative, fundamental, and technical analysis and utilizes derivative strategies within separately managed accounts when appropriate.

Marty Grzynkowicz is a financial advisor at Acrylic Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Acrylic Financial since 2020. Prior to this, he was affiliated with Interactive Financial Advisors, Brooklight Place Securities, and Cornerstone Financial Group, where he also serves as president of an insurance brokerage. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets, employing a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory to tailor client programs to their goals and risk tolerance.

Chad Nolte is a financial advisor at Model Wealth with a Series 65 credential and no prior industry experience. His background includes roles at RSM US LLP and Walgreens, among other positions. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm follows a broadly passive investment approach emphasizing cost-effective, tax-aware implementation and integrates robo-managed strategies and direct indexing within a flat annual fee structure.

Michele Strauts is a financial advisor with Ausdal Financial Partners, Inc. in Park Ridge, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ausdal Financial Partners since 2010. Outside of her advisory work, Michele is an online influencer focusing on interior design, seasonal decor, and table setting. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a wide range of investment products.